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Baker Avenue Asset Management’s Appian APPN Stock Holding History

Baker Avenue Asset Management’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21
Closed -$958 – 437
2023
Q3 		$958 Hold
21
– – ﹤0.01% 1284
2023
Q2 		$1K Hold
21
– – ﹤0.01% 1177
2023
Q1 		$932 Hold
21
– – ﹤0.01% 1202
2022
Q4 		$684 Buy
+21
New +$828 ﹤0.01% 1217

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's APPN Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Appian (APPN) in Q4 2023, closing a stake of 21 shares — an estimated $958 sold.

Baker Avenue Asset Management first reported a position in APPN in Q4 2022 and held it in 4 quarters. The position peaked at $1K in Q2 2023. 215 funds tracked by Wall St. Rank hold APPN as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Appian position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 21 Appian shares in Q4 2023, an estimated $958.
  • Baker Avenue Asset Management first reported a position in Appian in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Appian position peaked at $1K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Appian as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.